us politics

US faces economic headwinds in 2025 as tariffs, deficit concerns, and government spending cuts dominate fiscal negotiations.

Nick Nelson from Absolute Strategy Research joined Antipodes to discuss how the US Presidential Election outcome could impact markets.

In the first of a two-part series, we discuss what we learned from our recent trip stateside

The details of the first of two parts of President Biden’s ‘Build Back Better’ plan, The American Jobs Plan (‘AJP’), was released on March 31 by the White House with a...

Global equities wobbled on Thursday but overall it is looking increasingly as though markets didn’t really need a ‘blue wave’ US election after all. The MSCI World...

How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions...

Trant - def: (A rant on Trump) - Trant – verb, noun - verb: Trant; 3rd person present: Trants; past tense: Tranted; past participle: Tranted; gerund or present...

My colleague, Wesley Phoa, argues that “the key to successful active management in periods of elevated uncertainty is not to stake everything on single-point...